Record a payment from a customer

Mark invoices paid in full or in part.

Updated November 3, 2026 · Plain 0.110.0

The best way is to match the payment when it appears in your bank lines; Plain then records it for you. See Match bank transactions.

To record it yourself:

  1. Open the invoice and select Record payment.
  2. Enter the date, amount and a reference. Plain suggests the full amount owing.
  3. Save. The invoice becomes Paid, or Part paid if there's still money owing.
An overdue invoice: record a payment (1), send a reminder (2) or create a credit (3).